Average annual returns
Through 20251 year
18.96%
3 year
18.56%
5 year
13.65%
10 year
14.83%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
15.11%
Sharpe
1.12
Sortino
2.14
Max drawdown
-28.24%
Best month
16.75%
Worst month
-18.11%
Beta vs VTSAX
1.06
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.